Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$227K Sell
586
-7
-1% -$2.71K 0.08% 231
2025
Q1
$218K Sell
593
-311
-34% -$114K 0.09% 206
2024
Q4
$402K Buy
+904
New +$402K 0.25% 103